Beneficiary Designations

Make a Gift in a Few Easy Steps

Not everyone wants to commit to making a gift through their will or trust. Some prefer the increased flexibility that a beneficiary designation provides by using the following examples: 

  • IRAs and retirement plans
  • Donor advised funds
  • Commercial annuities
  • Life insurance
  • Payable on death bank accounts

It is very simple to name National Wildlife Federation as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

See How It Works

An Example of How It Works

Couple standing on rock Robert and Carol treasure the financial help they have been able to give their children and the Federation over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left the Federation a $75,000 IRA to be transferred following their lifetime. Because the Federation is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

Ways to Make Your Gift:

  • Specific
  • Residual
  • Percentage
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Next Steps

  1. Contact the administrator of your retirement plan or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like National Wildlife Federation to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact the Office of Gift Planning at 1-800-332-4949 or NWFLegacy@nwf.org to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: National Wildlife Federation
Address: 11100 Wildlife Center Drive, Reston, VA 20190
Federal tax ID number: 53-0204616

Learn More

Download our complimentary guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

View My Guide
Personal Estate Planning Kit

Our Top Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy.

Download My Kit